What To Test After Setting Up Bookkeeping Software?

Описание: Just set up new bookkeeping software? Don't just start using it without verifying everything works as it should! This video guides you through the crucial testing steps to ensure your financial data is accurate and your system is flawless from day one.

Key areas to verify for flawless financial management include:
► Confirming that all initial balances are correctly entered and reconciled.
► Testing transaction entry for various types (sales, expenses, payments) to ensure proper categorization and flow.
► Verifying that bank and credit card feeds are syncing accurately and reliably.
► Checking report generation to confirm data integrity and correct financial summaries.
► Ensuring user permissions and security settings are configured properly.


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